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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,376 | $172,111-69.6% | $150,298-65.2% | $137,256-61.8% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 10.78% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,367 | $4,636-70.5% | $4,154-67.1% | $4,156-67.1% |
| Participant deferral / active EE | $7,099 | $6,166+15.1% | $5,453+30.2% | $6,407+10.8% |
| Admin fee / account holder | $1,511 | $16,471-90.8% | $14,116-89.3% | $12,270-87.7% |